BOUTIQUE EXPERTISE. PERSONAL ATTENTION.

Complex finances. A singular focus on you.

Tax, bookkeeping, and fractional CFO services for ambitious owners with multi-entity businesses. Big-firm expertise. A genuinely personal partnership.

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FEWER CLIENTS. A HIGHER STANDARD.

Not one of hundreds. One of 10 to 15.

We intentionally work with only 10 to 15 clients. That means fast responses, white-glove service, and a CPA who knows your entities as well as you do. Think of us as your entire back office—not just your tax preparer.

ONE PARTNER. YOUR ENTIRE BACK OFFICE.

Connected services. Clearer decisions.

Tax

Coordinated tax preparation and year-round planning across your entities, with an eye on opportunities, obligations, and the bigger picture.

Bookkeeping

Reliable books, reconciliations, and consistent financial reporting that turn a complex group of entities into a clear financial picture.

Fractional CFO & Advisory

Cash flow forecasting, budgeting, and decision support—senior financial perspective without building a full in-house finance team.

MODERN TOOLS. EXPERIENCED JUDGMENT.

Powered by AI. Personally reviewed by a CPA.

We use the latest AI tools to close books faster, deliver real-time financial reporting, and surface potential tax savings and risks sooner. Every deliverable is personally reviewed by a CPA. Your data stays secure and confidential.

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SOKOL TAX & ADVISORY